Updated

Updated · Yahoo Finance · Sep 4

Mason Cisney Alcon Wealth Group Joins UBS Mountain West With 3 Advisors in Colorado

Updated

Updated · Yahoo Finance · Sep 4

Mason Cisney Alcon Wealth Group Joins UBS Mountain West With 3 Advisors in Colorado

Q: Which rival wealth management firm just lost a powerhouse advisory team to UBS in Colorado?

The UBS announcement and the accompanying material do not identify the rival firm the Pueblo, Colorado team departed from. What is clear is that UBS said advisors Caitlin Alcon, Calvin Mason, and Craig Cisney are joining its Mountain West Market, along with associates Nancy Wickham and Delaney Delport. The release emphasizes their experience and local ties, but it does not name their former employer. So, based on the information provided, the prior wealth management firm cannot be confirmed.

3 articles · Updated · Yahoo Finance · Sep 4

UBS added the Mason Cisney Alcon Wealth Management Group in Pueblo, bringing in financial advisors Caitlin Alcon, Calvin Mason and Craig Cisney.
The team will join the UBS Mountain West Market under Mitch Markley and report to Market Director Justin French; team associates Nancy Wickham and Delaney Delport are also moving over.
35 years of brokerage experience from Mason and more than 25 years in financial services from Alcon anchor the group, while Cisney brings a community profile after 17 years as a Colorado broadcast meteorologist.
UBS said the hires strengthen its Mountain West wealth business as the firm oversees $7.3 trillion in invested assets and operates in more than 50 markets.